See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,046 | $96,635-85.5% | $86,612-83.8% | $139,434-89.9% |
| Participation rate | 30.0% | 74.4%-44.4pp | 71.7%-41.7pp | 80.3%-50.3pp |
| Annual return | 20.81% | 106.41%-85.6pp | 591.07%-570.3pp | 372.94%-352.1pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,476 | $4,836-69.5% | $4,438-66.7% | $6,710-78.0% |
| Admin fee / account holder | $265 | $6,408-95.9% | $5,614-95.3% | $11,403-97.7% |